Data as of Q4 2025 (Dec 31, 2025)

Rothschild & Co Wealth Management UK Ltd

•CIK: 1784260•Filing: Q4 2025

Rothschild & Co Wealth Management UK Ltd, with $6.4 billion in assets under management, is led by the renowned investment team of Rothschild, known for their strategic focus on value and growth stocks. The fund recently adjusted its portfolio by exiting VOT, cutting positions in CABO and CHTR, and notably increasing stakes in IEMG and GLIBK, reflecting a tactical shift towards emerging growth opportunities.

Total AUM
$6.4B
QoQ Performance
+2.3%
Positions
23
Top 10 Concentration
94.7%
Latest Filing
Q4 2025

Top Holdings Allocation

AXP
MA
BKNG
BRK/B
DUT
DE
SPGI
CP
AXP16.9%
MA12.4%
BKNG12.1%
BRK/B11.7%
DUT9.0%
DE8.8%
SPGI8.7%
CP6.2%

📈 Biggest Buys

SPGI
S&P GLOBAL INC
+1.1%
8.7% of portfolio
AXP
AMERICAN EXPRESS CO
+0.5%
16.9% of portfolio
BKNG
BOOKING HOLDINGS INC
+0.6%
12.1% of portfolio
VGK
VANGUARD INTL EQUITY INDEX F
+537.7%
0.1% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
+0.5%
11.7% of portfolio

📉 Biggest Sells

DUT
MOODYS CORP
-0.5%
9.0% of portfolio
RYAAY
RYANAIR HOLDINGS PLC
-22.4%
0.1% of portfolio
AAXJ
ISHARES TR
-16.8%
0.1% of portfolio
CABO
CABLE ONE INC
-0.5%
0.5% of portfolio

Sector Breakdown

Financial41.4%
Other26.9%
Consumer12.1%
Industrial8.8%
Communication7.2%
Technology3.6%
ETF0.1%

🚪 Exited Positionssold since Q3 2025

VOT
VANGUARD INDEX FDS
SOLD
$1.1M

Changes from Q3 2025

↑19 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AXP16.9%
AMERICAN EXPRESS CO
$1.1B
MA12.4%
MASTERCARD INCORPORATED
$789.3M
BKNG12.1%
BOOKING HOLDINGS INC
$766.4M
BRK/B11.7%
BERKSHIRE HATHAWAY INC DEL
$742.5M
DUT9.0%
MOODYS CORP
$570.7M

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